Carson Wealth (CWM LLC)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.95M | Buy |
9,386
+3,520
| +60% | +$773K | 0.01% | 1205 |
|
|
2025
Q4 | $1.32M | Buy |
5,866
+3
| +0.1% | +$680 | ﹤0.01% | 1349 |
|
|
2025
Q3 | $1.3M | Sell |
5,863
-529
| -8% | -$110K | ﹤0.01% | 1271 |
|
|
2025
Q2 | $1.26M | Buy |
6,392
+1,719
| +37% | +$297K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $754K | Sell |
4,673
-98
| -2% | -$17.6K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $882K | Buy |
4,771
+2,493
| +109% | +$456K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $398K | Buy |
2,278
+1,421
| +166% | +$240K | ﹤0.01% | 1412 |
|
|
2024
Q2 | $147K | Sell |
857
-504
| -37% | -$79.7K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $212K | Buy |
1,361
+32
| +2% | +$4.82K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $191K | Sell |
1,329
-716
| -35% | -$94.8K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $251K | Sell |
2,045
-339
| -14% | -$43.6K | ﹤0.01% | 1218 |
|
|
2023
Q2 | $311K | Sell |
2,384
-910
| -28% | -$108K | ﹤0.01% | 1097 |
|
|
2023
Q1 | $375K | Buy |
3,294
+2,461
| +295% | +$257K | ﹤0.01% | 982 |
|
|
2022
Q4 | $79K | Buy |
833
+114
| +16% | +$11K | ﹤0.01% | 1487 |
|
|
2022
Q3 | $65K | Sell |
719
-68
| -9% | -$7.07K | ﹤0.01% | 1539 |
|
|
2022
Q2 | $76K | Buy |
787
+407
| +107% | +$43.4K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $47K | Buy |
380
+123
| +48% | +$14.9K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $35K | Buy |
+257
| New | +$33.4K | ﹤0.01% | 1719 |
|
|
2021
Q2 | $20K | Hold |
171
| – | – | ﹤0.01% | 1792 |
|
|
2021
Q1 | $20K | Hold |
171
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q4 | $20K | Hold |
171
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q3 | $20K | Hold |
171
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q2 | $20K | Hold |
171
| – | – | ﹤0.01% | 1791 |
|
|
2020
Q1 | $20K | Hold |
171
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q4 | $20K | Hold |
171
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q3 | $20K | Hold |
171
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q2 | $20K | Hold |
171
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q1 | $20K | Sell |
171
-708
| -81% | -$38.9K | ﹤0.01% | 1790 |
|
|
2018
Q4 | $43K | Buy |
+879
| New | +$47.2K | ﹤0.01% | 911 |
|
|
2018
Q1 | – | Sell |
-192
| Closed | -$10K | – | 1453 |
|
|
2017
Q4 | $10K | Hold |
192
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $9K | Hold |
192
| – | – | ﹤0.01% | 914 |
|
|
2017
Q2 | $8K | Hold |
192
| – | – | ﹤0.01% | 812 |
|
|
2017
Q1 | $8K | Hold |
192
| – | – | ﹤0.01% | 792 |
|
|
2016
Q4 | $7K | Hold |
192
| – | – | ﹤0.01% | 788 |
|
|
2016
Q3 | $7K | Hold |
192
| – | – | ﹤0.01% | 769 |
|
|
2016
Q2 | $6K | Buy |
+192
| New | +$6.26K | ﹤0.01% | 605 |
|
Other funds holding FTEC
AM
RBA
KIM
